Capital Analysts, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 936 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.5%.

Quarter-by-quarter ownership
Capital Analysts, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$55
-3.5%
1,091
+0.4%
0.00%0.0%
Q2 2023$57
+9.6%
1,087
+0.4%
0.00%0.0%
Q1 2023$52
+6.1%
1,083
+0.4%
0.00%0.0%
Q4 2022$49
-99.9%
1,079
+0.5%
0.00%0.0%
Q3 2022$45,000
+400.0%
1,074
+1042.6%
0.00%
+200.0%
Q4 2020$9,000940.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2022
NameSharesValueWeighting ↓
SAGE FINANCIAL GROUP INC 8,116,431$366,456,86444.66%
Leverty Financial Group, LLC 830,306$37,488,29632.07%
Adams Wealth Management 1,869,819$84,422,31929.82%
Campbell Wealth Management 4,389,312$198,17727.58%
Kolinsky Wealth Management, LLC 456,413$20,60723.52%
HBK Sorce Advisory LLC 17,483,096$789,36221.24%
APPLETON GROUP, LLC 314,921$14,218,67420.85%
MONEYWISE, INC. 608,078$27,454,70720.53%
Northwest Quadrant Wealth Management, LLC 1,451,683$65,543,46119.98%
BlueSky Wealth Advisors, LLC 1,909,183$86,199,62419.06%
View complete list of SCHWAB STRATEGIC TR shareholders